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Livermore
Livermore
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Evoke Wealth, LLC

SEC CIK
0001793432
最新申報
2026/8/10

2025 年第 4 季持倉

持倉截至 2025/12/31，2026/2/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
665
較 2025 年第 3 季 +33
總值
$52.0 億
較 2025 年第 3 季 +$4.03 億 (+8.4%)
申報日
2026/2/6
SEC
Evoke Wealth, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LENLennar CorpCL A2,368$24.3 萬<0.1%+371+18.6%加碼歷史
MNSTMonster Beverage CorpCOM3,186$24.4 萬<0.1%+3,186新進歷史
CMCSAComcast CorpStock8,177$24.4 萬<0.1%+753+10.1%加碼歷史
GAPGap IncCOM9,599$24.6 萬<0.1%+9,599新進歷史
ALNYAlnylam Pharmaceuticals, Inc.COM621$24.7 萬<0.1%−275−30.7%減碼歷史
MANHManhattan Associates IncStock1,432$24.8 萬<0.1%−236−14.1%減碼歷史
MTGMgic Investment CorpCOM8,497$24.8 萬<0.1%+227+2.7%加碼歷史
ALSNAllison Transmission Holdings IncStock2,541$24.9 萬<0.1%+133+5.5%加碼歷史
INGRIngredion IncCOM2,257$24.9 萬<0.1%−103−4.4%減碼歷史
VanEck Semiconductor ETF92189F676ETF701$25.2 萬<0.1%−494−41.3%減碼–
HIIHuntington Ingalls Industries, Inc.COM744$25.3 萬<0.1%+744新進歷史
TMToyota Motor CorpADS1,185$25.4 萬<0.1%+139+13.3%加碼歷史
USFDUS Foods Holding Corp.COM3,368$25.4 萬<0.1%−923−21.5%減碼歷史
SUNSunoco LPCOM UT REP LP4,877$25.6 萬<0.1%+4,877新進歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF3,600$25.7 萬<0.1%00.0%不變–
MLIMueller Industries IncCOM2,246$25.8 萬<0.1%+2,246新進歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF6,318$25.8 萬<0.1%+6,318新進–
iShares Tr464288570ESG MSCI KLD ETF2,005$25.8 萬<0.1%00.0%不變–
OSKOshkosh CorpCOM2,066$25.9 萬<0.1%−50−2.4%減碼歷史
SPOTSpotify Technology S.A.Stock448$26.0 萬<0.1%−45−9.1%減碼歷史
HASHasbro, Inc.COM3,174$26.0 萬<0.1%+358+12.7%加碼歷史
Fidelity Covington Trust316092709MSCI INDL INDX3,159$26.1 萬<0.1%+3,159新進–
ZTSZoetis Inc.Stock2,071$26.1 萬<0.1%−1,050−33.6%減碼歷史
CINFCincinnati Financial CorpCOM1,602$26.3 萬<0.1%+209+15.0%加碼歷史
UTHRUnited Therapeutics CorpCOM543$26.5 萬<0.1%+543新進歷史
EMEEMCOR Group, Inc.Stock434$26.6 萬<0.1%−7−1.6%減碼歷史
FETHFidelity Ethereum FundSHS9,000$26.6 萬<0.1%+9,000新進歷史
SFStifel Financial CorpCOM2,134$26.7 萬<0.1%+2,134新進歷史
XYZBlock, Inc.CL A4,108$26.7 萬<0.1%−2,080−33.6%減碼歷史
THCTenet Healthcare CorpCOM NEW1,354$26.9 萬<0.1%+23+1.7%加碼歷史
Invesco Exchange Traded FD T46137V597RAFI US 15005,870$26.9 萬<0.1%−90−1.5%減碼–
JHGJanus Henderson Group Ltd.ORD SHS5,671$27.0 萬<0.1%+90+1.6%加碼歷史
SOLVSolventum CorpStock3,406$27.0 萬<0.1%+346+11.3%加碼歷史
EXASExact Sciences CorpCOM2,663$27.0 萬<0.1%+2,663新進歷史
HLIHoulihan Lokey, Inc.CL A1,563$27.2 萬<0.1%−161−9.3%減碼歷史
MARMarriott International IncStock880$27.3 萬<0.1%+880新進歷史
BABAAlibaba Group Holding LtdADR1,867$27.4 萬<0.1%+331+21.5%加碼歷史
NUENucor CorpCOM1,676$27.4 萬<0.1%+129+8.3%加碼歷史
Fidelity Covington Trust316092873MSCI COMMNTN SVC3,756$27.5 萬<0.1%+3,756新進–
NYTNew York Times CoCL A3,988$27.7 萬<0.1%+3,988新進歷史
EXELExelixis, Inc.COM6,345$27.8 萬<0.1%+6,345新進歷史
ADTADT Inc.COM34,371$27.9 萬<0.1%−4,679−12.0%減碼歷史
ESEversource EnergyStock4,161$28.0 萬<0.1%+394+10.5%加碼歷史
ETSYEtsy IncCOM5,066$28.1 萬<0.1%+248+5.1%加碼歷史
SNDKSandisk CorpCOM1,185$28.1 萬<0.1%+1,185新進歷史
iShares Tr464289420RUS TP200 VL ETF3,072$28.2 萬<0.1%−271−8.1%減碼–
KMIKinder Morgan, Inc.Stock10,283$28.3 萬<0.1%−4,046−28.2%減碼歷史
Cyberark Software LtdM2682V108SHS643$28.7 萬<0.1%00.0%不變–
iShares Inc464286608MSCI EURZONE ETF4,483$28.7 萬<0.1%+4,483新進–
MIDDMIDDLEBY CorpCOM1,939$28.8 萬<0.1%+107+5.8%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN17,513$28.9 萬<0.1%−2,840−14.0%減碼歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO8,807$29.1 萬<0.1%−170−1.9%減碼–
MINAberdeen Intermediate Income FundSH BEN INT113,000$29.5 萬<0.1%−53,000−31.9%減碼歷史
IDXXIDEXX Laboratories IncCOM436$29.5 萬<0.1%+42+10.7%加碼歷史
THGHanover Insurance Group, Inc.COM1,619$29.6 萬<0.1%+102+6.7%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,724$29.7 萬<0.1%+2,535+24.9%加碼歷史
BSTZBlackRock Science & Technology Term TrustSHS BEN INT13,122$29.7 萬<0.1%+13,122新進歷史
HSBCHSBC Holdings PLCSPON ADR NEW3,777$29.7 萬<0.1%+843+28.7%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,411$30.1 萬<0.1%+170+13.7%加碼歷史
AAgilent Technologies, Inc.COM2,215$30.1 萬<0.1%−40−1.8%減碼歷史
STXSeagate Technology Holdings plcORD SHS1,096$30.3 萬<0.1%+1,096新進歷史
AXSAxis Capital Holdings LtdSHS2,827$30.4 萬<0.1%+161+6.0%加碼歷史
TTCToro CoCOM3,860$30.5 萬<0.1%−1,107−22.3%減碼歷史
AMEAmetek IncCOM1,489$30.6 萬<0.1%+95+6.8%加碼歷史
EQIXEquinix IncCOM402$30.8 萬<0.1%+95+30.9%加碼歷史
HALHalliburton CoStock10,935$30.9 萬<0.1%+10,935新進歷史
ELVElevance Health, Inc.Stock884$31.0 萬<0.1%+22+2.6%加碼歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT12,020$31.0 萬<0.1%00.0%不變–
ESTCElastic N.V.ORD SHS4,120$31.1 萬<0.1%+1,683+69.1%加碼歷史
NBIXNeurocrine Biosciences IncStock2,200$31.2 萬<0.1%+54+2.5%加碼歷史
TRGPTarga Resources Corp.COM1,693$31.2 萬<0.1%+97+6.1%加碼歷史
SONYSony Group CorpSPONSORED ADR12,240$31.3 萬<0.1%−380−3.0%減碼歷史
VXXBarclays Bank PLCIPATH S&P 500 SH11,955$31.6 萬<0.1%+11,955新進歷史
RLRalph Lauren CorpCL A894$31.7 萬<0.1%+100+12.6%加碼歷史
iShares Tr464287325GLOB HLTHCRE ETF3,261$31.8 萬<0.1%00.0%不變–
TERTeradyne, IncStock1,642$31.8 萬<0.1%+1,642新進歷史
UBSUBS Group AGStock6,863$31.8 萬<0.1%+1,968+40.2%加碼歷史
TTWOTake Two Interactive Software IncCOM1,242$31.8 萬<0.1%+20+1.6%加碼歷史
CAHCardinal Health IncStock1,592$32.7 萬<0.1%+1,592新進歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF26,000$32.9 萬<0.1%−3,000−10.3%減碼歷史
AEPAmerican Electric Power Co IncStock2,866$33.1 萬<0.1%−1,079−27.4%減碼歷史
BRZEBraze, Inc.Stock9,668$33.2 萬<0.1%+289+3.1%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,287$33.3 萬<0.1%+4,287新進–
DLYDoubleLine Yield Opportunities FundCOM23,000$33.4 萬<0.1%−61,185−72.7%減碼歷史
KDPKeurig Dr Pepper Inc.COM11,972$33.5 萬<0.1%+11,972新進歷史
ITGartner IncCOM1,336$33.7 萬<0.1%+463+53.0%加碼歷史
STESTERIS plcSHS USD1,331$33.7 萬<0.1%+127+10.5%加碼歷史
TFCTruist Financial CorpCOM6,866$33.8 萬<0.1%+1,822+36.1%加碼歷史
UALUnited Airlines Holdings, Inc.COM3,023$33.8 萬<0.1%+161+5.6%加碼歷史
DKNGDraftKings Inc.Stock9,863$34.0 萬<0.1%−4,564−31.6%減碼歷史
FANGDiamondback Energy, Inc.Stock2,275$34.2 萬<0.1%+2,275新進歷史
DELLDell Technologies Inc.Stock2,720$34.2 萬<0.1%−63−2.3%減碼歷史
American Centy ETF Tr025072885US EQT ETF3,064$34.2 萬<0.1%−931−23.3%減碼–
BBarrick Mining CorpStock7,899$34.4 萬<0.1%+1,147+17.0%加碼歷史
ULUnilever PLCSPON ADR NEW5,293$34.6 萬<0.1%+5,293新進歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,450$35.0 萬<0.1%00.0%不變–
TXRHTexas Roadhouse, Inc.COM2,113$35.1 萬<0.1%+188+9.8%加碼歷史
LVSLas Vegas Sands CorpCOM5,409$35.2 萬<0.1%+5,409新進歷史
GBDCGolub Capital BDC, Inc.COM25,953$35.2 萬<0.1%00.0%不變歷史
TOLToll Brothers, Inc.COM2,614$35.3 萬<0.1%−81−3.0%減碼歷史

選擇權（16 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Evoke Wealth, LLC 在 2025 年第 4 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock$8,070 萬–
GOOGAlphabet Inc.Stock$2,124 萬–
AAPLApple Inc.Stock$1,976 萬–
GOOGLAlphabet Inc.Stock$1,803 萬–
LRCXLam Research CorpStock$671.0 萬–
AMZNAmazon Com IncStock$373.9 萬–
SPYSPDR S&P 500 ETF TrustETF$75.0 萬$156.8 萬
DOCSDoximity, Inc.CL A$221.4 萬–
MSFTMicrosoft CorpStock$174.1 萬–
ANETArista Networks, Inc.Stock$104.8 萬–
NOWServiceNow, Inc.Stock$38.3 萬–
Invesco QQQ Trust Series I46090E103ETF$30.7 萬–
TTDTrade Desk, Inc.Stock$28.8 萬–
SMMTSummit Therapeutics Inc.COM$17.5 萬–
SLViShares Silver TrustETF$7.73 萬$6.44 萬
State Street Industrial Select Sector SPDR ETF81369Y704ETF$1.55 萬$3.10 萬

2025 年第 3 季之後清倉（57 檔）

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Evoke Wealth, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
iShares Tr464288687PFD AND INCM SEC44,233$139.9 萬<0.1%–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF24,519$113.8 萬<0.1%–
AIC3.ai, Inc.Stock39,319$68.2 萬<0.1%歷史
CHDChurch & Dwight Co IncCOM6,946$60.9 萬<0.1%歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,845$57.0 萬<0.1%–
EVMEaton Vance California Municipal Bond FundCOM59,160$56.1 萬<0.1%歷史
DVAXDynavax Technologies CorpCOM NEW56,175$55.8 萬<0.1%歷史
VSTVistra Corp.Stock2,795$54.8 萬<0.1%歷史
FISVFiserv IncStock3,690$47.6 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF9,855$45.7 萬<0.1%–
GRMNGarmin LtdSHS1,844$45.4 萬<0.1%歷史
KKellanovaStock5,331$43.7 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM2,167$41.5 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD8,632$40.3 萬<0.1%–
Global X FDS37954Y632ARTIFICIAL ETF7,992$39.5 萬<0.1%–
AREAlexandria Real Estate Equities, Inc.COM4,567$38.7 萬<0.1%歷史
NTNXNutanix, Inc.Stock4,828$35.9 萬<0.1%歷史
Vanguard Whitehall FDS921946810INTL DVD ETF3,878$34.7 萬<0.1%–
CDNSCadence Design Systems IncStock977$34.3 萬<0.1%歷史
CTASCintas CorpStock1,548$31.8 萬<0.1%歷史
PSAPublic StorageCOM1,051$30.4 萬<0.1%歷史
LENZLENZ Therapeutics, Inc.COM6,276$29.2 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF5,190$28.7 萬<0.1%–
EXRExtra Space Storage Inc.COM1,987$28.0 萬<0.1%歷史
NWSANews CorpCL A8,994$27.7 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM5,093$27.6 萬<0.1%歷史
VIXYProShares Trust IIETF8,530$27.6 萬<0.1%歷史
MOSMosaic CoCOM7,830$27.2 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A764$25.8 萬<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS4,245$25.7 萬<0.1%歷史
PINSPinterest, Inc.CL A7,971$25.6 萬<0.1%歷史
OZKBank OZKCOM4,910$25.0 萬<0.1%歷史
OHIOmega Healthcare Investors IncCOM5,881$24.8 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW1,044$24.5 萬<0.1%歷史
KNXKnight-Swift Transportation Holdings Inc.CL A5,930$23.4 萬<0.1%歷史
BPOPPopular, Inc.COM NEW1,826$23.3 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN3,376$22.4 萬<0.1%–
FUNSix Flags Entertainment CorporationCOM9,854$22.4 萬<0.1%歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT3,775$22.3 萬<0.1%–
ULUnilever PLCSPON ADR NEW3,749$22.2 萬<0.1%歷史
MGMMGM Resorts InternationalStock6,167$21.4 萬<0.1%歷史
ETHWBitwise Ethereum ETFSHS7,110$21.2 萬<0.1%歷史
METMetlife IncStock2,555$21.0 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF5,100$21.0 萬<0.1%–
KBDCKayne Anderson BDC, Inc.COM SHS15,181$20.8 萬<0.1%歷史
RSGRepublic Services, Inc.COM906$20.8 萬<0.1%歷史
CROXCrocs, Inc.COM2,482$20.7 萬<0.1%歷史
OVVOvintiv Inc.COM5,129$20.7 萬<0.1%歷史
GAMGeneral American Investors Co IncCOM3,322$20.7 萬<0.1%歷史
NNNNNN REIT, Inc.REIT4,852$20.7 萬<0.1%歷史
ETHAiShares Ethereum Trust ETFSHS6,525$20.6 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS10,233$20.4 萬<0.1%歷史
XRAYDentsply Sirona Inc.Stock15,116$19.4 萬<0.1%歷史
MBLYMobileye Global Inc.Stock12,330$17.4 萬<0.1%歷史
NMAXNewsmax Inc.Stock13,531$16.8 萬<0.1%歷史
TRTXTPG RE Finance Trust, Inc.COM11,796$10.4 萬<0.1%歷史
SENSSenseonics Holdings, Inc.COM25,000$1.09 萬<0.1%歷史